Employee Benefits Account Executive

Employee Benefits Account Executive

An Employee Benefits Account Executive serves as the primary liaison between clients and insurance carriers, managing, renewing, and servicing employee benefit packages. (medical, dental, vision, life, disability and all ancillary products)

This role focuses on client retention, daily service support, renewal management, enrollment support, compliance assistance, and carrier coordination. The Account Executive works closely with producers, carriers, and employer groups to ensure smooth plan implementation and ongoing service.

Key Responsibilities

1. Client Relationship Management

• Serve as the primary point of contact for assigned employer groups.
• Build and maintain strong relationships with HR teams/company leadership.
• Address client inquiries regarding coverage, billing, eligibility, and claims issues.
• Conduct regular client meetings and benefits presentations (when needed).

2. Plan Administration & Support

• Manage enrollments, terminations, and employee eligibility updates.
• Assist with open enrollment planning and implementation.
• Coordinate with insurance carriers to resolve service or claims concerns.
• Ensure accurate policy documentation and recordkeeping.

3. Carrier & Vendor Coordination

• Act as liaison between clients and insurance carriers.
• Manage relationships with benefit vendors (TPAs, wellness providers, etc.).
• Escalate and resolve complex service issues.

Required Skills & Qualifications

• Licensed in Ohio and/or West Virginia for Life and Health Insurance; OR, if not already licensed, willing to obtain the necessary insurance license for the position.
• Be self-motivated and independent.
• Be able to work independently, as well as collaboratively.
• Have a strong attention to detail.
• Have an ability to prioritize tasks and work on multiple projects.
• Have an ability to learn, retain and adapt to ongoing changes in the insurance industry.
• Have proficient time management skills with an ability to meet deadlines.
• Must have strong technical skills including experience with Microsoft Office Suite, particularly with Word, Excel and Outlook
• Have professional communication skills – both verbal and written
• Must be friendly and willing to provide assistance to others.
• Must be punctual.
• Can cope in a fast-paced job environment.
• Have an ability to learn, retain and adapt to the ongoing changes in the insurance industry.

Wages & Benefits:

• Pay: Salaried
• Starting pay dependent on skill set, experience, and contribution level
• Competitive benefits package including the following:
• 401(k) & 401(k) Employer Matching
• Health Insurance
• Dental Insurance
• Vision Insurance
• Holiday & Paid Time Off
• Short & Long Term Disability Insurance
• Life, Critical Illness, & AD&D Insurance

Job Type: Full-Time

Schedule:

• Monday to Friday
• 8AM to 5PM

Ability to commute/relocate:

• Marietta, OH 45750: Reliably commute or planning to relocate before starting work (Required)

Work Location: In Office

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Working with Microsoft Excel, PowerPoint, or Word: 1 year (Preferred)

License/Certification:

• Life and Health Insurance License (Preferred)

Ability to Commute:

• Marietta, OH 45750 (Required)

Work Location: In person